Tuesday, October 27, 2026

AppFolio 3Q26 Business Recap: AI Agents Support Growth

AppFolio grew third-quarter revenue 19% as Realm-X AI agents gained adoption, lifting guidance to $1.122 billion to $1.127 billion.

APPF $7.6B

Speedwell Research Oct 27 5 clicks

Oct 27 KRMN $5B

Monte Investments Market Brief Vol. CXXXIII

Monte Independent Investment Research 1 click

Oct 26 FRMI $1.9B

The Data Center Bridge

CV's Substack 16 clicks

From X

@ACapitalLP Oct 27

A Capital on X

@310Value You don’t like the long $CWST / short $GFL pair trade? Nothing like shorting a live take-private situation to hedge an activist margin improvement story.

@ACapitalLP Oct 27

A Capital on X

@richtrades100 Isn’t it worse now that $MGM stock is lower and $PPLI is higher? Have to issue more stock as currency…

@ACapitalLP Oct 27 1 click

A Capital on X

@KEDM_COM These guys are also in $ZD - Czech based activist fund?

@negligible_cap Oct 27 1 click

Negligible Capital on X

$CAKE comp sales of 15.2% YoY beating the estimate of 9.5% by 60%. Unreal

@orrdavid Oct 27 2 clicks

David Orr on X

The end customer is mostly softare companies. $IGV is flat since 2 years, and I've been thinking to shrug and short this thing recently. Is AI actually good for the end customer overall or not? If not, bubble seems probable at least short term - at least until there are a lot more *big* end customers. Which I think sure there will be, just in 10+ years.

@eriksen_tim Oct 27

Tim Eriksen on X

First ECIP repurchase has occurred. From M&F Proxy Supplement $MFBP Others to watch $CZBS $UBAB $BFCC $PDLB $MNMB $SFDL $PCB $BYFC $NMBF $HRBK $IBWC https://t.co/2gh1b3W6X4

@IdeaBrunchEmail Oct 27

Idea Brunch on X

Idea Brunch with T. Heath Fountain, CEO of Colony Bancorp $CBAN We are looking to interview more excellent business operators; please DM with nominations! https://t.co/RAU7Q7vF0m

@junkbondinvest Oct 27

junkbondinvestor on X

$JBLU loyalty bonds up 9pts to ~57 today. If only PE sponsors knew this one simple trick for lenders. Just promise to return to profitability. https://t.co/iWt2MJsqYy

Lula wins, Brazil panics, then rallies. It’s happened every time. A 16% ROE bank at 7.4x earnings and book value, down 36% in a day. Up to 3.8x

A Brazilian digital bank with 45 million clients fell 36% after Lula’s election, despite 16.3% ROE, 13 record quarters and a 7.4x earnings…

INTR $1.8B

Calvin Blissett Oct 26 38 clicks

Molina & Kinsale

Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…

KNSL $8.3B

Bearstone Oct 26 8 clicks

How to Read a 10-K Like a Short Seller

A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…

HTZ $709M

Jimmy's Journal Oct 26 69 clicks

WD 361: Brazil, JetBlue Bankruptcy, Mexican Airlines Merger

Brazil’s Lula victory leaves Nu and Inter’s thesis intact, while JetBlue heads toward bankruptcy and Mexican airlines pursue a merger.

JBLU $1.1BINTR $1.8B

Ian’s Insider Corner Oct 25 11 clicks

Digital Marketing Leader Klaviyo Deserves A Strong Buy

Klaviyo's customer-data platform and new AI Composer product underpin a bullish growth case, with Salesforce's Braze acquisition cited as a…

KVYO $5.8B

Fountainhead Oct 25 2 clicks

Signet Jewelers (SIG): The Next Dillard’s?

Signet Jewelers cut its share count from 87 million to 38 million since 2012 as short interest reaches 15%, amid a hated diamond market.

SIG $4.4B

Cannibal Stocks Oct 25 19 clicks

Avalo Therapeutics: Contrarian 'Buy' Ahead Of Abdakibart's Phase 3

Avalo Therapeutics' Abdakibart enters a pivotal hidradenitis suppurativa trial after positive LOTUS data, with monthly dosing and…

AVTX $383M

Myriam Alvarez Oct 25 3 clicks

I went through all 142 companies in Value Line this morning. Here are the 6 that made it

Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…

BLKB $2.4BMQ $1.9B

Calvin Blissett Oct 24 80 clicks

ExlService: A Boring Compounder That Could Double

EXLService's AI-led business, 61% of revenue and growing 30% year over year, trades at 18 times forward earnings after legacy digital…

EXLS $6.3B

Ignacio Planas Gonzalez Oct 24 4 clicks

Research & Analysis: ERock, Inc. (NYSE: EROC)

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…

EROC $444M

Monte Independent Investment Research Oct 23 10 clicks

IOND · long

Ionic Digital INC

Ionic Digital (IOND) is pitched as a legacy bitcoin miner shifting into AI infrastructure, with Nscale’s Microsoft-backed, NVIDIA-linked…

IOND $2.9B

Value Investors Club Jul 29

SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.

SIRI $9.2B

Eagle Point Capital Oct 17 61 clicks

Meritage Homes: Cheaper On Book Than Any Year-End In A Decade

Meritage Homes trades at 0.76x book despite lower leverage, higher equity per share and capital returns, as mortgage rates pressure housing…

MTH $4.1B

Tim Travis Oct 17 12 clicks

TSOH Weekly Roundup (10/16/2026)

Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.

BMBL $788M

TSOH Investment Research Oct 16 12 clicks

Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount

Dorchester Minerals' 9.5% normalized yield and debt-free royalty model are offset by limited upside at $29.71, as extraordinary…

DMLP $1.5B

Atlas Diary Oct 16 3 clicks

Tuya: A Global Smart-Home Platform Priced Like a Cash Box

Tuya’s $976 million cash pile equals 94% of its $1.04 billion market cap as its smart-home platform returned to 16% revenue growth in Q2…

TUYA $1B

Substack von Philipp Oct 16 44 clicks

Fannie Mae Preferreds For Post-Midterm IPO Announcement

Fannie Mae and Freddie Mac could leave conservatorship through a 2026 restructuring and IPO, monetizing the government’s equity stake while…

FNMA $5.3B

Glen Bradford Oct 16 5 clicks

PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…

TBBB $6.8B

Atrium Research - Equity Research Oct 15 7 clicks

Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

MOD $7.3B

CV's Substack Oct 15 20 clicks

Problems at Dream Finders Homes (DFH)

Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…

DFH $909M

Hunterbrook Oct 15 15 clicks

Tuesday, October 27, 2026

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